Services for Attorneys

If you are an attorney or fiduciary in California seeking to borrow on behalf of your client’s trust or estate, First Probate Loans can help you obtain competitive rates with highly specialized expertise.

We’ll help you and your clients who serve as fiduciaries – executors, administrators, trustees, conservators and guardians. Whether they need the loans to pay attorney fees, pay taxes, fund settlements, repair properties, manage administrative expenses or implement property tax reassessment strategies while an estate is in the probate process, we can help.

First Probate Loans will broker loans between fiduciaries and lenders, and in special circumstances, make direct loans. And we’ll do it all professionally, efficiently and productively to produce the results you need for your client.

Services for Borrowers

With just 58 county courts serving California’s 38 million residents, it can take more than a year to settle a trust or probate estate.

Are you an executor, administrator, trustee, conservator or guardian in California, seeking to borrow on behalf of a trust or estate? We can help with loans made directly to fiduciaries. They can use these loans to help with necessary tasks and expenses at a difficult time.

Pay attorney fees

Pay taxes

Fund settlements

Repair properties

Manage administrative expenses

Implement property tax reassessment strategies during the administration of the trust or estate

If you are in need, we may be able to work with you and your attorney to advance funds on your inheritance. If you are not yet working with an attorney, let us know and we will connect you with not one, but three, trusted referrals. First Probate Loans will help fiduciaries when they need it.

Work with California’s most capable, experienced and knowledgeable expert in trust and estate loans.

Jonathan Brooks

President

Jonathan maintains highly specialized expertise in California real property, finance/lending, and trust and estate laws. He has completed nearly 10,000 financial transactions to estates and trusts in more than 25 years of probate loan management work. Jonathan is a trusted source for attorneys throughout California, as well as for mediation and arbitration judges. A recognized industry expert, he serves as a single source for estate mortgage borrowing needs.

Dana Mortimer

Director of Operations

Dana has been providing high-level support in loan document production and portfolio servicing for more than 25 years. Experienced in common practices in the real estate, legal and loan industries, she has held executive administrative positions for major banking, lender and loan companies, has served as a loan officer on probate administrator loans, and has probate paralegal experience. Dana holds a Bachelor of Arts degree from California State University, Northridge.